I'm a long-term, buy-and-hold type but, like most everyone else, I'm losing patience with GUD, which I started accumulating in 2016.
If there's anything good to say about it, it is that its share price has held up fairly well during recent upheavals and overall market declines.
With that in mind, I'm considering pulling the trigger to raise funds, as I see other buying opportunities coming in to view and the opportunity cost to continue holding seems ever more painful.
Speaking of painful, I'll take a 30% hit, but doing so will free up decent funds for other purchases (likely TOI).
Is there a compelling argument to be made to continue holding GUD?
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Q: Hello team,
Considering the European home of TOI do you foresee any additional risk to its business model in the light of the devastating events in Ukraine(and Russia)?
Q: I've held these thru the drop, and feel it's the least of the evils to continue holding, as they both have good revenues and margins.
is it too late to sell??
Q: what are the metrics you use to value TOI? what were these metric when TOI reached 143.00 6 months ago? what are these metrics currently at 82.00? you say that TOI at 82.00 is still expensive what future metrics do feel necessary to make TOI a good buy? thanks Richard
Q: Would you have a proxy for BYD (to claim a tax loss) which has dropped just as much and would rebound once the market improves, within the industrial sector?
Q: How exposed are BRP and Magna to Russia? Any other companies significantly impacted? Which companies look like attractive entry price at this time.. would you wait or add if already held? Thanks.